Unlocking Trapped Value in Stalled Growth Companies

We combine special situations investing expertise with hands-on operational leadership to transform growth companies with strong IP and potential but stalled growth—into thriving businesses.

Our Mission

We fix broken growth paths for companies with world-class intellectual property.

FAQ

We work with intermediaries, advisors, and investors navigating complex situations. Here are answers to the most common questions about our approach.

We focus on growth companies with strong intellectual property and competitive moats that are experiencing stalled growth or operational challenges. These are fundamentally good businesses facing fixable problems—not terminal decline. Typical sectors include consumer and industrial, with enterprise values that support meaningful transformation investment.

Most special situation investors focus on financial restructuring and balance sheet engineering. We go further. Our principals assume C-level roles and board seats, leading operational transformation from the inside. We combine capital markets expertise with hands-on execution, applying frameworks from McKinsey’s restructuring practice and decades of PE operating experience. We don’t just provide capital—we lead the turnaround.

It means our principals take interim CEO, COO, or board director roles and drive strategy execution directly. We diagnose root causes with engineering-minded precision, rebuild go-to-market strategies, optimize operations, and lead organizational change. We’re not consultants or advisors—we’re accountable operators who own outcomes.

We maintain deep relationships with investment bankers, restructuring advisors, private equity funds, venture capital funds, and LP networks across Austin, Silicon Valley, Pittsburgh, and Tel Aviv. Our reputation for execution and operational excellence gives us early access to high-quality opportunities that never reach broad market processes.